TMX Group launches e-commerce platform
TMX Market Insights features market data, analytics and applications that are available for downloading either for free or at a cost
- By: Tessie Sanci
- November 1, 2016 November 1, 2016
- 10:30
Latest news in Industry News
New partnership will lead to enhanced tools for advisors
Advisors will be able to use Kronos Technologies’ and Life Design Analysis’ offerings to improve their effectiveness and productivity
- By: Megan Harman
- October 31, 2016 October 31, 2016
- 15:45
Young advisors to be recognized at annual Distinguished Advisor Conference
Lindsay Sawyer Fay and Darren Ryan will be celebrated and participate in a discussion during this year’s conference, which takes place in San Diego from…
- By: IE Staff
- October 31, 2016 October 31, 2016
- 09:00
BMO makes key changes to leadership of growing wealth-management arm
The bank has also announced additional executive changes, including a new COO and the current COO moving into the role as vice chairman
- By: Tessie Sanci
- October 28, 2016 October 28, 2016
- 10:30
TD announces succession plan for its U.S. division
Mike Pedersen will retire as president and CEO of TD’s U.S. bank and Greg Braca will take over effective June 1, 2017
- By: IE Staff
- October 27, 2016 October 27, 2016
- 16:35
Committee calls for tougher enforcement against tax evasion
Report recommends mandatory registration of tax products by tax advisors and 13 other measures
- By: James Langton
- October 27, 2016 October 27, 2016
- 13:40
Desjardins directors propose amalgamation
Combining the Fédération des caisses Desjardins du Québec and Caisse centrale Desjardins would simplify financial disclosure efforts
- By: IE Staff
- October 27, 2016 October 27, 2016
- 13:20
CIBC, Borrowell introduce one-click loans
Bank /fintech partnership will speed up borrowing process for existing CIBC clients
- By: Tessie Sanci
- October 27, 2016 October 27, 2016
- 11:50
Identity theft presents onboarding challenges
Panel suggests new methods for fighting money laundering and identity theft
- By: Tessie Sanci
- October 27, 2016 October 27, 2016
- 11:00
Morgan Stanley to retain payment choice for retirement accounts despite DOL fiduciary rule
U.S. wealth management firm will continue to offer both fee-based and commission accounts
- By: James Langton
- October 26, 2016 October 26, 2016
- 17:15
Canadian firms included in ranking of world’s 100 top fintech companies
Wealthsimple and North Side are among the top global emerging fintech players in the area of digital investment management
- By: Tessie Sanci
- October 25, 2016 October 25, 2016
- 11:30
New tool aims to facilitate verification of clients’ identification
Securefact’s new SIDni ID verification tool meets FINTRAC’s updated guidelines for customer-not-present ID verification
- By: Fiona Collie
- October 25, 2016 October 25, 2016
- 10:35
Kensington to manage new $100 million BC Tech Fund
Toronto-based firm will open an office in Vancouver
- By: James Langton
- October 24, 2016 October 24, 2016
- 14:45
Canada’s retirement system drops in global ranking
A positive move for Canada’s retirement system is the recent promise to expand the Canada Pension Plan, which wasn’t taken into account in the Mercer/ACFS…
- By: Tessie Sanci
- October 24, 2016 October 24, 2016
- 13:35
Lendful receives equity investment boost from Alterna Savings
The online consumer lending company is preparing to raise more capital in early 2017
- By: James Langton
- October 24, 2016 October 24, 2016
- 13:15
Peer-to-peer lender relaunches in Canada
Lending Loop completes exempt market dealer registration process
- By: James Langton
- October 24, 2016 October 24, 2016
- 10:40
Pavilion completes Slocum acquisition
Slocum’s team will join Pavilion Advisory Group and operate out of its Minneapolis office
- By: IE Staff
- October 24, 2016 October 24, 2016
- 09:45
Registration for next writing of CFP exams ends next week
The next writing of the two exams needed in the process to obtain the CFP designation take place on Nov. 25, exactly a month after…
- By: Tessie Sanci
- October 21, 2016 October 21, 2016
- 10:55
Coast Capital vies to become a national credit union
The move would enable the firm to better respond to members’ changing needs by bringing them new products and delivering new online banking and mobile…
- By: Brian Lewis
- October 21, 2016 October 21, 2016
- 09:15
Small business owners woefully unprepared for retirement
A new report from BMO Wealth Management finds that the vast majority of small business owners have less than $100,000 put away for their retirement
- By: Tessie Sanci
- October 20, 2016 October 20, 2016
- 14:30
Major Canadian banks involved in blockchain trial
The trial aimed to examine whether technology could be used to simplify the process of banks providing liquidity for cross-border payments
- By: James Langton
- October 20, 2016 October 20, 2016
- 13:30
CUs make notable contributions to economy, communities, report finds
CUs added $6.5 billion to Canada’s GDP, almost 28,000 direct jobs, $24.7 million in donations and $16.5 million in sponsorships to local communities in 2015
- By: Tessie Sanci
- October 20, 2016 October 20, 2016
- 11:30
RBC to fund development of machine learning and AI
The bank has partnered with the University of Toronto to launch a research practice aimed at pushing the boundaries of the science around machine learning
- By: Tessie Sanci
- October 20, 2016 October 20, 2016
- 10:25
Canada is world’s fourth-largest cybersecurity hub, report finds
Ontario has been the main driver, and the province has the potential to further strengthen its cybersecurity dominance, which would benefit the financial services sector…
- By: Tessie Sanci
- October 19, 2016 October 19, 2016
- 15:00
Significant disconnection in Canadians’ attitude toward saving
Most Canadians see themselves as savers, but more than half have very little put away, according to a new report
- By: Tessie Sanci
- October 19, 2016 October 19, 2016
- 09:55